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Advanced Logic

730 bytes added, 18:18, 13 August 2014
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'''Advanced Logic''' gives [[System Administrator]]s a higher level of control over the entire interface.
This feature allows control of the [[visibility ]] and/or access to [[Interfaces|interface]] elements such as buttons or tabs based on [[Administrator|administrator]] defined conditions.
[[Image:AdvancedLogicAdvancedLogicAugust2014.png|link=]]
==Location==
This feature is available in 3 places:
# '''Advanced Logic''' link on the [[Global Settings]] page (In the [[Business & System Configuration]] section) - to establish system-wide rules.
# '''Advanced Logic''' link on the '''Settings''' Page within each [[Universal Tracking Application]] - for rules specific the to each UTA.# In the [[:Category:Personal Transactions|Transaction Types]] section on [[Global Settings]] - for both ''People'' and ''Company'' Transaction Types
==Overview==
'''Object''': The object that is being controlled.<br />
'''Condition''': A logical statement that when true will make the object statement true, and when false will make the object statement false.
''For example, you can disable the '''Delete''' button when viewing '''Contacts''' at Level 1 for [[User]]s in a specific [[Role|role]] by using the '''Advanced Logic''' setting on the [[Global Settings]] page.
:[[Image:AdvancedLogicDCAdvancedLogicDCAugust2014.PNGpng|link=]]
''In the above example, users who are in the role ID 1234 "Program Director" or role ID 1235 "Applicant" will be prevented from deleting contacts at Level 1{{l1}}.''
==Sample Conditional Statements==
 
'''NOTE:''' When possible, avoid using IDs (i.e., typeid, statusid). Using field names rather than IDs allows for better readability and cloning.
 
* Using role name vs. role id
!@me.inRole(Organization Contact)@
rather than
'instr('@me.rolelist@',',10733,')=0'
==Sample Conditional Statements==
* Not true for the Level 1 template with typeid ''12345''
* True for when current user is in the role IDs 1234 and 1235''Program Director'' or ''Applicant'': instr@me.inRole(concat(',','Program Director)@ OR @me.rolelistinRole(Applicant)@  * False when current user is in both the roles ',',Program Director'),',1234,and ') OR instr(concat(',Applicant',': !@me.rolelistinRole(Program Director)@ AND !@me.inRole(Applicant)@  * For a advanced logic based the '''startdate''' or '',',enddate'),',1235,') standard fields:::Note: * Use ''''@fullstartdate@'''' rather than ''''@startdate@'''' and ''''@fullenddate@''''rather than 'concat(',','@me.rolelistenddate@',',')'.:' creates a list of all the roleid's associated with This will format the current user, stored date as yyyy-mm-dd so it can be compared using < and >.'' '@fullstartdate@'instr>= '2009-05-01' tests to see   * True if the roleid you specified today's date is in after the list.Start Date: now()>'@fullstartdate@'
1=0
 
* Always True
1=1
==See Also==
For help constructing logical statements for '''Advanced Logic''':
* [[Determining the typeid]]
* [[Determining the statusid]]
* [[Determining the roleid]]
* [[Visibility Condition]] (for more examples)
To see the options available for Advanced Logic settings, visit our [[Advanced Logic Options]] page.
 
* [[Boolean Operators]]
* [[UTA Settings Page]]
* [[inRole]]
[[Category:Global Settings]][[Category:UTA Settings]][[Category:Universal Tracking Application]][[Category:Advanced Logic]]
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